VP, Business Development (Channel Partnerships)

Carson Group is a company dedicated to providing value-driven financial advice and services. The Vice President, Business Development (Channel Partnerships) will drive new client acquisition and asset growth through strategic partnerships, serving as a market-facing ambassador and cultivating long-term client relationships.

Responsibilities:

• Drive net new asset growth through proactive sourcing and conversion of referral opportunities
• Develop and execute a regional business plan aligned with firm growth targets
• Consistently meet or exceed monthly, quarterly, and annual production goals (AUM, revenue, and client acquisition)
• Maintain a strong pipeline of qualified prospects through disciplined activity management
• Build and deepen relationships with custodial partners, branch managers, and financial consultants
• Serve as the primary point of contact and trusted partner within assigned distribution channels
• Conduct regular in-person meetings, branch visits, and territory coverage to maintain visibility and engagement
• Position the firm as a preferred referral destination for high-net-worth clients
• Lead initial prospect meetings (in-person and virtual) to assess needs and position firm capabilities
• Ensure a seamless transition from prospect to client with a high-quality experience
• Act as a senior representative of the firm within the local market
• Participate in industry events, client seminars, and networking opportunities
• Provide market intelligence and competitive insights to leadership
• Reinforce brand standards and ensure consistent messaging across all interactions
• Partner closely with Financial Advisors, Wealth Planners, and Client Service teams
• Coordinate resources to support complex client opportunities
• Maintain alignment with firm policies, compliance standards, and operational procedures

Requirements:

• Bachelor's degree or equivalent professional experience
• Experience working within custodial referral programs (e.g., Schwab, Fidelity, etc.)
• Demonstrated track record of sourcing and closing high-value client relationships
• Strong understanding of RIA model, financial planning, and investment solutions
• Active Series 65, or Series 7 & 66, or advanced designation (CFP®, CFA®, ChFC®, etc.)